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Tesla reported today on auto deliveries for the fourth quarter of fiscal 2020 and the entire year as a whole. At the end of the year, Elon Musk’s company produced 509,737 vehicles, of which 499,550 were delivered to customers. In other words, we can say that the company has fulfilled the annual plan of 500 thousand units (in 2019 the result was 367,500 cars), as expected.
Based on the latest quarter results, Tesla set a new record for itself, having launched a total of 179,757 vehicles during the three-month period from October to December and delivered 180,570 vehicles to customers. For comparison, during the same period in 2019, Tesla produced and shipped to customers 104,891 and 112,000 cars, and in the third quarter of 2020, these indicators were 145,036 and 139,300 cars respectively.
The following tables provide more detailed data on the production and supply of Tesla vehicles:
- For the fourth quarter of 2020
| Cars | The number of cars produced, parts. | The number of cars delivered to buyers, parts. | Proportion of cars purchased under the lease program |
| Model S / X | 16 097 | 18 920 | eleven% |
| Model 3 / Y | 163 660 | 161650 | 7% |
| Total | 179 757 | 180 570 | 8% |
| Cars | The number of cars produced, parts. | The number of cars delivered to buyers, parts. |
| Model S / X | 54 805 | 57 039 |
| Model 3 / Y | 454 932 | 442 511 |
| Total | 509 737 | 499550 |
As before, most of the structure is made up of Model 3 junior sedans and Model Y crossovers, which share a platform: 163,660 units, or 91% of total volume of cars produced in the quarter versus 88% in the quarter. previous. The manufacturer does not separately indicate the result of Model Y, nor does it provide data on factory production and supply volumes. At the end of the year, the total share of the Model 3 and Model Y increased to 89% in the total volume of cars produced.
At the same time, Tesla has confirmed recent reports about the start of serial production of the Model Y crossovers at Gigafactory 3 in Shanghai, which will begin shipping to customers shortly. It was previously said that the capacity of the Phase 2 line for the assembly of the Model Y will be 100,000 per year, which means that Tesla has achieved an important production goal: its capacity has almost reached 1 million cars, as shown originally planned. Without Phase 2 line, full capacity of existing Tesla plants in the US and China There were 840 thousand cars.
The full financial report, as usual, will not be published until the end of the month. However, as we noted earlier, there is practically no doubt that 2020 will be the first profitable year in Tesla’s history. On the eve of the report’s release, in the context of optimistic analyst forecasts, Tesla shares crossed the $ 700 mark for the first time and continue to trade above this mark.
Tesla shares rushed to a new high ($ 700) amid analysts’ forecasts about the implementation of the annual sales target of 500 thousand cars. [Обновлено: есть рекорд!]
- There are now four passenger cars in the Tesla lineup (Model S, Model X, Model 3 and Model Y) and four more new items already announced are on the way: the Roadster 2 sports car, the Tesla Semi tractor, the Cybertruck armored pickup. and the electric ATV that complements it. All of them should enter the market next year.
- Today Tesla has three Gigafactories and another plant in Fremont (Tesla bought it from Toyota and GM at one point), which produces cars and lithium-ion batteries for these same cars and energy storage systems.
- The construction of Tesla’s European Gigafactory 4 in Brandenburg, Germany and the new American Gigafactory 5 in Texas is progressing very quickly. The Gigafactory 4 plant should start operations as early as 2021 (first, the Model Y assembly line will be introduced and then the Model 3 production will begin). Gigafactory 5 will produce Cybertruck, Model Y crossovers and Model 3 sedans for the US East Coast and Tesla Semi trucks. The Model Y line in Gigafactory 5 should also be operational in 2021.
